Softera Basic CRM – Seamless CRM for Microsoft 365 Users

Softera Basic CRM is a simple, intuitive, and pipeline-focused CRM solution designed specifically for medium-sized businesses and sales teams that are ready to move beyond spreadsheets. Built on Microsoft Power Platform and fully integrated with Microsoft 365, it provides a familiar and secure environment to accelerate productivity and improve customer relationship management.

Key Value Propositions

• Quick Start: Begin managing your sales pipeline in minutes without requiring IT support or technical expertise.
• Microsoft 365 Integration: Automatically sync contacts and calendar events with Outlook. Access the CRM using Single Sign-On (SSO) directly from your Microsoft 365 environment.
• Streamlined Sales Management: Manage deals visually, receive proactive alerts, and automate follow-ups to reduce time spent on each opportunity.
• Insight-Driven Decisions: Monitor sales and customer metrics through built-in Power BI dashboards, helping you track performance and make better business decisions.

Flexible Customization
Softera Basic CRM is built on Power Apps and can be tailored to your unique business processes. You can easily configure workflows, fields, and forms to match your internal sales cycle without any coding.

Centralized Customer Data
All customer information—including contact details, communication history, and deal progress—is stored in one place. This eliminates data silos, ensures data accuracy, and allows your team to work in sync.

Ideal For:

• Sales and account management teams
• Medium-sized businesses seeking a modern CRM
• Organizations using Microsoft 365 looking to add a CRM layer

In-App Purchase Opportunities:
Add optional modules such as industry-specific templates (e.g., Real Estate, Wholesale), advanced analytics extensions, or additional integrations with third-party tools.

Supported Industries:

• Professional Services
• Software and IT Resellers
• Manufacturing and Wholesale

Disclosures:
Softera Basic CRM requires a Microsoft 365 account and user access to Power Apps. Power BI licensing is required to use embedded dashboards. Licensing terms depend on organization size and chosen configuration.

Contact Information:
Email: klausk@softera.lt
Website: www.softera.lt